Financial Advisory as a way of life

The Team

service with a smile

Our People

With over 60 years of combined financial experience  and subject matter experts in retirement, estate planning, and wealth management fields, we are dedicated to offering comprehensive wealth management solutions custom to your specific needs. We put our clients at the center of our business and focus on our virtues, strength, and relationships with our clients, as we do in our family. 

Mark Falter


Phil Anderson

General Counsel

Tim Womack, CFA

Chief Investment Offier

Amy Falter

Vice President

Caleb Falter


Katie Hill

Client Service Representative

Joshua Falter


Arlene Mauery

New Business Processor

Ashley Haas

Accounts Payable

Tara Smith


Tara Smith


Natalie O'Reilly

Operations Manager

Jessica Bokath

Director of Client Experience

Juliana Shipp

Director of Marketing Operations

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